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Original filing (PDF)20250905051041NAL0016907009001
HUVEPHARMA INC.
Form 5500
FILING_RECEIVED
HUVEPHARMA INC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
256
Accounts w/ balance
340
Plan assets (EOY)
$45.2M
Net assets (EOY)
$45.2M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUVEPHARMA INC..
Plan sponsor
Name
HUVEPHARMA INC.
EIN
20-3406575
Address
525 WESTPARK · PEACHTREE CITY, GA · 30269
Phone
(470) 278-2469
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BIRNBREY MINSK MINSK & PERLING
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL | 41-0973005 | — | INVESTMENT/FINANCIAL ADVI | $83K | — |
Investments
30 direct securities· $44.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $5.8M | 12.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.1M | 9.0% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $4.0M | 8.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.6M | 8.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $2.9M | 6.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.5M | 5.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.3M | 5.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.1M | 4.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $1.6M | 3.6% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $1.6M | 3.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| FIDELITY NASDAQ COMPOSITE IDX | Registered Investment Companies | — | — | $1.2M | 2.6% | |
| PRN SM CP S&P 600 IND INST | Registered Investment Companies | — | — | $1.1M | 2.4% | |
| PGIM JENNISON MID CAP GR R6 | Registered Investment Companies | — | — | $1.0M | 2.3% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $967K | 2.1% | |
| BR GA DYNAMICEQUITY FUND - K | Registered Investment Companies | — | — | $929K | 2.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $907K | 2.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $881K | 1.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $793K | 1.8% | |
| PARAMETRIC INTERNATIONAL EQ R6 | Registered Investment Companies | — | — | $754K | 1.7% | |
| PRINCIPAL MC S&P 400 IDX I | Registered Investment Companies | — | — | $667K | 1.5% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $660K | 1.5% | |
| CALVERT SHORT DURATION INC I | Registered Investment Companies | — | — | $403K | 0.9% | |
| COLUMBIA HIGH YIELD BOND - I3 | Registered Investment Companies | — | — | $329K | 0.7% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $307K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $70K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $48K | 0.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $27K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $5K | <0.1% |